Prospecting & Marketing – Page 7 – Equity Services, Inc

Financial Risk Management Client Seminar – Updated

Recently updated, the Financial Risk Management client seminar addresses the question, “How do you manage 30 years of retirement?”. Focusing on three primary areas…

Beth KnoxAugust 11, 2021

Advisory Solutions Best Practices Prospecting & Marketing

Business Development Updates Range from Illuminations to a New Website

ESI Illuminations EnhancementsOur advisory platform, ESI Illuminations, has seen a lot of growth this year including: Bundled PricingEvery year ESI Illuminations evolves – new…

Beth KnoxJuly 28, 2021

Prospecting & Marketing

Equity-Services.com is Updated and Live!

While ESI still maintains a page on the National Life website, we’re excited to announce that we’ve developed a new ESI-focused website: Equity-Service.com. The…

Beth KnoxJuly 20, 2021

Prospecting & Marketing

Updated Marketing Packages and Pricing from Broadridge!

Broadridge is a premium provider of financial marketing solutions designed to help you find new prospects, retain and grow business with existing clients, and…

Beth KnoxJune 29, 2021

Prospecting & Marketing

Don’t Miss a Shout Out!

Have you seen the new Shout Out report? Spotlighting newly affiliated Reps and ESI Leaders, this monthly report has been created to simply celebrate…

Beth KnoxJune 8, 2021

Prospecting & Marketing

SmartAsset Now Available to IARs!

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Beth KnoxMay 25, 2021

Prospecting & Marketing

Congratulations to Our 2021 ESI Circle of Excellence Members!

We’d like to congratulate our 2021 ESI Circle of Excellence* members! Comprised of our twenty-five top producers, based on 2020 production, membership in ESI’s…

Beth KnoxMay 10, 2021

Advisory Solutions Prospecting & Marketing

Take a Fresh Look at the Marketing and Training Resources Available on the ESI Illuminations Platform

Did you know that all of the Illuminations marketing and training resources – both ESI materials and Strategist materials – are available on the…

Beth KnoxApril 6, 2021

Prospecting & Marketing

Open the Door to Conversation!

Click here to learn more about National Life’s new YouTube Channels! TC120380(0421)1

Beth KnoxApril 6, 2021

Product Prospecting & Marketing Strategic Partners

Tax Guides from Transamerica

Two new tax guides from Transamerica are now available. The Tax Review Guide is designed to help you look for opportunities within the IRS…

Beth KnoxMarch 23, 2021

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
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